Provenance Wealth Advisors’s Verizon VZ Stock Holding History

Provenance Wealth Advisors’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.83K	Buy	114 +57	+100%	+$2.67K	﹤0.01%	385
2026 Q1	$2.86K	Hold	57	–	–	﹤0.01%	364
2025 Q4	$2.32K	Hold	57	–	–	﹤0.01%	372
2025 Q3	$2.5K	Hold	57	–	–	﹤0.01%	389
2025 Q2	$2.47K	Sell	57 -14,181	-100%	-$614K	﹤0.01%	377
2025 Q1	$646K	Buy	14,238 +5,037	+55%	+$210K	0.09%	54
2024 Q4	$368K	Sell	9,201 -414	-4%	-$17.5K	0.05%	108
2024 Q3	$432K	Buy	9,615 +434	+5%	+$18.1K	0.05%	104
2024 Q2	$379K	Sell	9,181 -434	-5%	-$17.5K	0.05%	98
2024 Q1	$403K	Buy	9,615 +434	+5%	+$17.5K	0.06%	99
2023 Q4	$346K	Buy	9,181 +300	+3%	+$10.6K	0.05%	100
2023 Q3	$288K	Buy	+8,881	New	+$300K	0.05%	100

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Provenance Wealth Advisors's VZ Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Verizon (VZ) stake by 100% in Q2 2026, buying an estimated $2.67K and bringing the position to 114 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Provenance Wealth Advisors first reported a position in VZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $646K in Q1 2025. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Provenance Wealth Advisors held 114 shares of Verizon worth $4.83K as of Q2 2026.
Provenance Wealth Advisors bought 57 Verizon shares in Q2 2026, an estimated $2.67K.
Verizon made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #385 holding.
Provenance Wealth Advisors first reported a position in Verizon in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Verizon position peaked at $646K in Q1 2025.
1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.